Create bid board project when deal reaches bid stage
Create bid board project when deal reaches bid stage
Your deals hit bid stage with no estimating project, leaving estimators without context. It creates a bid-board project and writes the project link to the deal so estimators can start same day.
Overview
When a deal reaches the bid stage, estimators need a ready estimating project fast; this removes manual setup and broken context. The workflow creates and links a bid-board project to the deal so estimators can begin preparation same day.